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| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $18,565 |
PRONVEST3 years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $6,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,520 | $52,953-65.0% | $172,739-89.3% | $65,185-71.6% |
| Participation rate | 44.5% | 66.2%-21.7pp | 82.6%-38.1pp | 70.2%-25.7pp |
| Annual return | 2.50% | 30.12%-27.6pp | 802.84%-800.3pp | 29.38%-26.9pp |
| Employer contribution / active EE | $541 | $2,190-75.3% | $5,143-89.5% | $2,177-75.2% |
| Participant deferral / active EE | $1,106 | $2,471-55.2% | $5,198-78.7% | $3,514-68.5% |
| Admin fee / account holder | $321 | $472-31.9% | $13,954-97.7% | $847-62.1% |